BCM Advisors’s Caterpillar CAT Stock Holding History

BCM Advisors’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.26M	Buy	7,049 +1	+0%	+$878	1.22%	16
2026 Q1	$6.17M	Buy	7,048 +14	+0.2%	+$9.7K	1.22%	15
2025 Q4	$4.41M	Buy	7,034 +1	+0%	+$556	0.84%	18
2025 Q3	$3.69M	Buy	7,033 +32	+0.5%	+$13.7K	0.74%	20
2025 Q2	$3.01M	Hold	7,001	–	–	0.64%	28
2025 Q1	$2.27M	Sell	7,001 -42	-0.6%	-$15K	0.51%	32
2024 Q4	$2.53M	Sell	7,043 -13	-0.2%	-$5.04K	0.56%	32
2024 Q3	$2.66M	Buy	7,056 +56	+0.8%	+$19.3K	0.61%	27
2024 Q2	$2.32M	Sell	7,000 -70	-1%	-$24.3K	0.55%	28
2024 Q1	$2.57M	Buy	7,070 +70	+1%	+$22.4K	0.65%	26
2023 Q4	$2.13M	Hold	7,000	–	–	0.56%	28
2023 Q3	$1.64M	Hold	7,000	–	–	0.49%	29
2023 Q2	$1.79M	Hold	7,000	–	–	0.48%	29
2023 Q1	$1.52M	Hold	7,000	–	–	0.41%	30
2022 Q4	$1.77M	Hold	7,000	–	–	0.49%	28
2022 Q3	$1.53M	Hold	7,000	–	–	0.45%	30
2022 Q2	$1.27M	Hold	7,000	–	–	0.35%	34
2022 Q1	$1.52M	Hold	7,000	–	–	0.4%	25
2021 Q4	$1.41M	Hold	7,000	–	–	0.36%	27
2021 Q3	$1.39M	Hold	7,000	–	–	0.37%	28
2021 Q2	$1.42M	Hold	7,000	–	–	0.39%	24
2021 Q1	$1.61M	Hold	7,000	–	–	0.49%	23
2020 Q4	$1.27M	Hold	7,000	–	–	0.42%	24
2020 Q3	$1.06M	Hold	7,000	–	–	0.39%	25
2020 Q2	$886K	Hold	7,000	–	–	0.37%	27
2020 Q1	$812K	Buy	+7,000	New	+$894K	0.39%	27

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM Advisors's CAT Position: Q2 2026 in Review

BCM Advisors increased its Caterpillar (CAT) stake by 0.01% in Q2 2026, buying an estimated $878 and bringing the position to 7,049 shares worth $6.26M. The position accounts for 1.22% of the portfolio, ranked #16.

BCM Advisors first reported a position in CAT in Q1 2020 and has held it in 26 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

BCM Advisors held 7,049 shares of Caterpillar worth $6.26M as of Q2 2026.
BCM Advisors bought 1 Caterpillar share in Q2 2026, an estimated $878.
Caterpillar made up 1.22% of BCM Advisors's portfolio in Q2 2026, its #16 holding.
BCM Advisors first reported a position in Caterpillar in Q1 2020 and has held it in 26 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on BCM Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.